Best-in-State · rank 6 · Anchorage, Alaska · listed firm: UBS Wealth Management
Identity & firm
- Firm — UBS Wealth Management (high)
- “UBS Wealth Management” — forbes_shook
- Parent company — UBS Group AG (high)
- “UBS Wealth Management is a division of UBS Group AG” — firm_official
- Firm type — wirehouse (high)
- “UBS Wealth Management operates as a full-service investment bank with wealth management and brokerage services” — firm_official
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Book of business
- Team AUM ($M) — 1300 (high)
- “Team Assets (Custodied): $1.3B” — forbes_shook
- Account minimum ($M) — 1 (high)
- “Minimum account size for new business: $1M” — forbes_shook
- Typical client net worth ($M) — gap: unclear_definition
- Client niche — high net worth and ultra-high net worth individuals in Alaska (medium)
- “Typical size of Household accounts: $2-15M” — forbes_shook
- Custodians — not_applicable (high)
- “As a wirehouse advisor at UBS Wealth Management, custodial arrangements are handled at the firm level” — firm_official
- Fee model — fee_plus_commission (medium)
- “UBS Wealth Management advisors offer wealth management services with asset-based fees and transaction-based fees typical of wirehouses” — firm_official
Positioning & marketing
- Website url — gap: not_found_after_search
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- Has podcast — gap: not_found_after_search
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- Press awards — Forbes America's Top Wealth Advisors 2026 (rank #6 in Alaska) (high)
- “Ranked #6 on 2026 Forbes America's Top Wealth Advisors list for Alaska” — forbes_shook
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — UBS Wealth Management corporate branding (applies to individual advisors within the firm) (low)
- “UBS Wealth Management uses corporate UBS branding” — firm_official